Micron: In The Middle Of An AI Super‑Upcycle
Micron Technology (MU) remains a BUY as it is positioned in a super-upcycle driven by AI demand across data centers, mobile, and industrial markets. MU's Q1'26 revenue surged 57% YoY, with CMBU and MCBU units showing robust growth from AI memory needs in cloud and flagship devices. CapEx is ramping to $20B in FY26 to expand HBM and DRAM supply, with 2026 HBM volumes already sold out, supporting long-term growth.
Samsung to start production of HBM4 chips next month for Nvidia supply, source says
Samsung Electronics plans to start production of its next-generation high-bandwidth memory (HBM) chips, or HBM4, starting next month and supply them to Nvidia , a person familiar with the matter told Reuters on Monday.
HudBay Minerals (HBM) Soars 9.7%: Is Further Upside Left in the Stock?
HudBay Minerals (HBM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Micron: Here's What I Underestimated About The AI Memory Upside
Micron Technology, Inc. stock has gained more than 50% since my last coverage in late November, validating the company's increasingly mission-critical role in the ongoing AI transformation. Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced by durable bit demand growth, introduces incremental earnings leverage not yet priced in. NAND, specifically, is also becoming increasingly relevant in AI data center and edge applications, drawing attention to Micron's SSD portfolio that remains overshadowed by HBM momentum.
HudBay Minerals (HBM) Stock Dips While Market Gains: Key Facts
HudBay Minerals (HBM) reached $22.76 at the closing of the latest trading day, reflecting a -1.43% change compared to its last close.
Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?
AMAT aims to double its HBM business from $1.5 billion to $3 billion, leaning on hybrid bonding leadership and its Kinex system as demand ramps.
Micron: Accelerating HBM Ramp Extends Growth Into 2027
If you're thinking, 2027? That's quite a way off; you might not realize that Micron's NASDAQ: MU key product is already fully booked through 2026.
HudBay Minerals (HBM) Surpasses Market Returns: Some Facts Worth Knowing
The latest trading day saw HudBay Minerals (HBM) settling at $21.56, representing a +2.13% change from its previous close.
Micron Technology: Riding On AI-Driven Growth
Micron Technology earns a reiterated bullish rating, driven by leadership in HBM3E and upcoming HBM4 memory for AI applications. MU is positioned to benefit from the AI market's projected growth to $1.2 trillion by 2030, with advanced memory solutions powering HPCs and LLMs. Consensus expects MU's FY2026 revenue to nearly double to $74.11B, justifying its premium P/S multiple versus peers amid robust AI-driven demand.
Samsung Electronics highlights progress in HBM4 chip supply
Samsung Electronics highlighted on Friday progress in the company's next-generation high-bandwidth memory (HBM) chips, or HBM4, saying customers have praised its competitiveness.
Micron's Nvidia Moment Is Here
Micron is experiencing explosive demand for High Bandwidth Memory, driving significant margin and earnings expansion. Q1 2026 results showed 21% QoQ revenue growth and gross margins at 57%, up 17 points YoY, fueled by HBM sales. All HBM capacity for 2025 and 2026 is sold out under fixed agreements, supporting robust forward guidance and a buy rating.
Micron: Suffering From AI Success - Still Cheap At All Time Peak
Hyperscaler demand for HBM3E/HBM4 has fully booked MU's 2026 capacity, driving strong pricing power, margin expansion, and supporting the company's multi-year growth thesis. This is aided by the strategic exit from lower growth/margin consumer business, allowing the freed capacity to be diverted to higher margin data center business, pending expanded capacity. Despite a triple-digit rally, MU trades at an extremely cheap FY2026 P/E of 10.46x, against the 5Y pre-pandemic mean of 18.25x and the peer group mean of ~32x.
